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Schwab US Broad Market ETF

1,198 hedge funds and large institutions have $12B invested in Schwab US Broad Market ETF in 2025 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 479 increasing their positions, 445 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

8% more repeat investments, than reductions

Existing positions increased: 479 | Existing positions reduced: 445

0% less funds holding

Funds holding: 1,2001,198 (-2)

4.94% less ownership

Funds ownership: 37.16%32.22% (-4.9%)

Holders
1,198
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
138
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$34.6M
Puts
$12.6M
Net Calls
Net Calls Change

Top Buyers

1 +$106M
2 +$35.3M
3 +$34M
4
MWM
Modern Wealth Management
Kansas
+$31.6M
5
Jane Street
Jane Street
New York
+$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
KFP
576
KMG Fiduciary Partners
Ohio
$1.15M
EWM
577
Evermay Wealth Management
Virginia
$1.14M
OC
578
Oarsman Capital
Wisconsin
$1.14M
PL
579
Plancorp LLC
Missouri
$1.14M
OPWM
580
Oakwell Private Wealth Management
Texas
$1.14M
SSWM
581
Smith Salley Wealth Management
North Carolina
$1.13M
CCM
582
Colorado Capital Management
Colorado
$1.11M
MYIA
583
Mount Yale Investment Advisors
Colorado
$1.11M
VAS
584
Vestmark Advisory Solutions
Massachusetts
$1.11M
TPWM
585
Twelve Points Wealth Management
Massachusetts
$1.1M
GC
586
Grimes & Company
Massachusetts
$1.09M
BFS
587
Burkett Financial Services
South Carolina
$1.09M
MCM
588
Mengis Capital Management
Oregon
$1.09M
CCM
589
Chilton Capital Management
Texas
$1.09M
FEM
590
Fulcrum Equity Management
Texas
$1.08M
PAS
591
Park Avenue Securities
New York
$1.08M
SIA
592
Soltis Investment Advisors
Utah
$1.08M
EFH
593
Eaton Financial Holdings
Florida
$1.07M
CFA
594
Cahill Financial Advisors
Minnesota
$1.06M
CAL
595
Capital Advisors Ltd
Ohio
$1.05M
BBA
596
BLB&B Advisors
Pennsylvania
$1.05M
AWG
597
Altus Wealth Group
Colorado
$1.05M
SPFA
598
Summit Place Financial Advisors
New Jersey
$1.05M
CC
599
Cornerstone Capital
California
$1.05M
BC
600
Barrett & Company
Rhode Island
$1.04M